Community Education Program (CEP) Planner (Appointment Setting)

Job Description

Job Description

Build Real Connections. Grow Communities.

If you love the phone, and you're good at it, this role gives you a way to turn that skill into real income and real impact.

As a CEP Planner, you'll be the voice that connects Precoa's Community Education Program to the churches, senior living communities, veterans' organizations, and civic groups that make up the fabric of a community. 

You'll set the appointments that let our Advance Funeral Planners bring valuable education and events directly to the people who need them. You’ll see the impact of your work in the community as every call moves a real partnership forward.

What You'll Do (and Why You'll Love Doing It)

Set appointments that matter

• You'll spend the bulk of your day on the phone, connecting with decision-makers at churches, senior living facilities, veterans' organizations, and civic groups. Every appointment you set opens the door for a community partnership and a bonus in your pocket.

Build relationships that last 

• You won't just make a call and move on. You'll follow up, build rapport, and turn first conversations into ongoing partnerships that keep the CEP program growing across the community.

Partner across the team

• You'll work closely with Account Managers to source leads and kick off new CEP partnerships, and with Planners across the team to share what's working.

Sharpen your craft every day

• You'll get better with every call, with ongoing training and coaching to grow your phone skills and confidence. 

Are you ready to turn conversations into community impact?

For a full job description, please see the Dropbox link here.

Requirements

If you have these skills, we want to talk with you!

• High School Diploma or GED
• 2+ years of sales experience or relevant phone-based experience
• Strong phone communication skills: clear, persuasive, comfortable with both positive and negative conversations
• Comfortable with PC operations and standard software (Word, Excel, email)
• Ability to sit and talk on the phone for extended periods using a headset

Benefits

• Competitive hourly pay with unlimited monthly bonus potential based on volume and quality of appointments set
• Hybrid schedule, based primarily out of our Orem, UT office
• 18 days PTO and 10 paid holidays annually
• Minimum 6-weeks paid parental leave
• Health, Dental, and Vision benefits
• 401k, with company match and $25,000 Life Insurance Policy

About Precoa

At Precoa, our people are the heart of our success. Core Employees strive to live our values of kindness, progression, and craftsmanship every day — bringing emotional intelligence, common sense, positivity, and authentic connection to everything they do.

If you love solving challenges, building real relationships, and driving meaningful results, you’ll feel right at home here.

We’re a national leader in the preneed industry. Our passion is helping people plan today so their families can focus on connection when they need it most. Recognized as one of the Top Workplaces for 14 consecutive years, we’re committed to creating a place where you can live a fulfilling life, do meaningful work, grow your potential, and enjoy the journey along the way.

Headquartered in Portland, OR, with a satellite office in Utah, we’re a team driven to make a difference — every day, through every connection.